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Palestra Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,949,370,243
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $372,608,695
- LINDE PLC · SHS · G54950103 · shares: $226,703,609
- ANALOG DEVICES INC · COM · 032654105 · shares: $225,174,737
- AMAZON COM INC · COM · 023135106 · shares: $224,690,745
- UNION PAC CORP · COM · 907818108 · shares: $207,390,480
- SCHEIN HENRY INC · COM · 806407102 · shares: $204,347,632
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $187,530,793
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $185,102,851
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $168,515,970
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $138,232,182
Reported holdings
21 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 386,123 shares | $372,608,695 |
| LINDE PLC | SHS | G54950103 | — | 436,859 shares | $226,703,609 |
| ANALOG DEVICES INC | COM | 032654105 | — | 566,948 shares | $225,174,737 |
| AMAZON COM INC | COM | 023135106 | — | 942,732 shares | $224,690,745 |
| UNION PAC CORP | COM | 907818108 | — | 762,465 shares | $207,390,480 |
| SCHEIN HENRY INC | COM | 806407102 | — | 2,446,691 shares | $204,347,632 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 14,036,736 shares | $187,530,793 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 403,160 shares | $185,102,851 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 388,886 shares | $168,515,970 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 237,958 shares | $138,232,182 |
| COUPANG INC | CL A | 22266T109 | — | 6,771,181 shares | $117,615,414 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | — | 4,604,145 shares | $112,525,304 |
| VISA INC | COM CL A | 92826C839 | — | 324,572 shares | $111,357,407 |
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | — | 4,130,497 shares | $108,136,411 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 562,582 shares | $105,214,086 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 390,320 shares | $78,099,129 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 174,221 shares | $62,261,359 |
| CARVANA CO | CL A | 146869102 | — | 795,635 shares | $52,368,696 |
| MICROSOFT CORP | COM | 594918104 | — | 77,662 shares | $28,969,479 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 41,307 shares | $19,726,984 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 1,298,000 shares | $12,798,280 |